I want to come up with a way, that our customer can message their assigned sales represtative. I see you have "Conversations" and was trying to see if that can work for our needs. Every customer has an assigned sales rep which we use a b2b king custom field for which we store under the user registartion data. Any thoughts on it being possible where we can have a button for the customer on our page when logged in, and they can message their assigned sales rep?
We are not using salesking, but are open to it.. We are simply using a b2bking registration field to store the sales rep data and then having the data inserted into the post sale email that comes from the site to our staff.
The above snippet assumes that the customer has a user meta key 'sales_rep_email' that holds the email address of the rep, so for example 'sales_rep_email' would contain '[email protected]', and the email would be sent to that agent.
(2) You can add this PHP code snippet to the site:
I want to come up with a way, that our customer can message their assigned sales represtative. I see you have "Conversations" and was trying to see if that can work for our needs. Every customer has an assigned sales rep which we use a b2b king custom field for which we store under the user registartion data. Any thoughts on it being possible where we can have a button for the customer on our page when logged in, and they can message their assigned sales rep?
Hello Chris,
For sales reps, are you using our SalesKing plugin, or is it some other / custom solution?
If it's a separate solution, is the idea that that button would send an email to the rep, or how would that work?
Kind regards,
Stefan
We are not using salesking, but are open to it.. We are simply using a b2bking registration field to store the sales rep data and then having the data inserted into the post sale email that comes from the site to our staff.
I just looked at sales rep king and I dont think we would utilize those features..
If it would help, I think we could provide a code snippet that does the following:
-> Modify the recipient of the conversation "new message" email (that the admin normally gets), so that the email is sent to the user's rep instead.
-> Add the customer's email address to the email so that the rep can see it and reply back to them.
That would help.. I would just need a page or db to house a lookup list for rep name and email.
To achieve that, you can:
(1) Add this PHP code snippet to change who receives the 'new message' email:
add_filter('b2bking_recipient_new_message', function($recipient, $conversationid){ $user_id = get_current_user_id(); // get sales rep $sales_rep_email = get_user_meta($user_id, 'sales_rep_email', true); if (!empty($sales_rep_email)){ $recipient = $sales_rep_email; } return $recipient; }, 10, 2);The above snippet assumes that the customer has a user meta key 'sales_rep_email' that holds the email address of the rep, so for example 'sales_rep_email' would contain '[email protected]', and the email would be sent to that agent.
(2) You can add this PHP code snippet to the site:
add_action('b2bking_conversation_message_start', function(){ if (isset($_POST['message'])){ $user = wp_get_current_user(); $user_email = $user->user_email; $_POST['message'].='<br>User: '.$user_email; } });This adds a "user: [email protected]" to the email automatically, so that the agent can view the customer's email based on the message.